See risk clearly. Advise with confidence.
Portfolio risk analytics and proposal software for advisors
Understand portfolio risks and turn your analysis into fully editable, client-ready proposals.
Analyze the portfolio, compare it with your models, and continue the work in a client-ready proposal.
7-day free trial on paid plans. No credit card required.
Portfolio risk analytics
behind every client conversation
Inspect the portfolio, then compare it with the models that reflect your own investment approach.
See what is driving portfolio risk
Review risk, exposure, performance, concentration, and scenarios for a client or prospect portfolio in one clear view.
Compare the portfolio with your own models
Measure an existing portfolio against the advisor-created models you manage. You choose the model; Genesis Risk Monitor does not select or recommend it.
A proposal your client can keep
Carry the completed analysis into an editable, client-facing document with sections, narrative, tables, and charts. Finish in Word or PDF.
Start with the portfolio you already have
Import holdings, connect portfolio data from 20+ brokerages through read-only connections, or build the portfolio directly in Genesis Risk Monitor.
Start with the free plan
Explore market data, research, and basic portfolio analysis for free. Upgrade when you need the complete advisor workflow.
Investment proposal software, from portfolio to proposal
Analyze the portfolio, compare it with your models, and prepare an editable proposal without rebuilding the work
Start with the portfolio
you already have
- Bring in a client or prospect portfolio, or build one directly in Genesis Risk Monitor
- Connect supported brokerage accounts through read-only connections
- Keep client accounts and holdings ready for the next review
Start with the portfolio
you already have
- Bring in a client or prospect portfolio, or build one directly in Genesis Risk Monitor
- Connect supported brokerage accounts through read-only connections
- Keep client accounts and holdings ready for the next review
Portfolio risk management software for advisors and RIAs
Genesis Risk Monitor is investment risk management software for the portfolio conversation. Measure volatility, drawdown, value at risk, expected shortfall and beta with portfolio risk analytics, and see the concentration and exposure behind them.
Stress test the portfolio against historical or custom scenarios, then use portfolio comparison to set it beside one of your own model portfolios. Proposal Builder carries the evidence into an editable investment proposal for Word or PDF.
See how it fits financial advisors and independent advisory firms, download a sample proposal and risk report, or compare portfolio risk analytics platforms.
Security and
data practices
Built for advisors who work with sensitive client and portfolio information. Brokerage connections are read-only, and production data is hosted in EU-based data centers.
Visit the Trust Center
Security and
data practices
Built for advisors who work with sensitive client and portfolio information. Brokerage connections are read-only, and production data is hosted in EU-based data centers.
Visit the Trust CenterEU-hosted infrastructure
Read-only brokerage access
Encrypted in transit
Resource-level authorization
Frequently asked questions
What is portfolio risk analytics software?
Portfolio risk analytics software measures how much risk a portfolio carries and where it comes from: volatility, maximum drawdown, value at risk, expected shortfall, beta, concentration and exposure. Genesis Risk Monitor applies these measures to client and prospect portfolios so advisors can explain them in a review or proposal.
Who is Genesis Risk Monitor for?
Independent financial advisors and RIAs who analyze client and prospect portfolios, compare them with their own model portfolios, and prepare investment proposals. Individual investors can also use it for stock research and portfolio risk.
Can Genesis Risk Monitor stress test a portfolio?
Yes. You can run historical scenarios, such as the 2008 Global Financial Crisis, or custom equity and rates shocks, and see the estimated impact on each position. Backtests show how the current mix would have behaved in the past.
Does the investment proposal software export to Word?
Yes. Proposal Builder creates an editable investment proposal from the completed analysis. You can export it to Word (DOCX) to keep editing, or to PDF for delivery.
Does Genesis Risk Monitor recommend investments?
No. Genesis Risk Monitor provides the analysis and the document. The model, the recommendation and suitability stay with the advisor.
Can I try it before I subscribe?
Yes. There is a free plan, paid plans include a 7-day free trial with no credit card required, and the free Risk Snapshot emails a five-page portfolio risk report without an account.
Bring your next portfolio conversation into focus
Analyze the portfolio, compare it with your models, and prepare an editable proposal without rebuilding the work.